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Disciplined Investments’s Evolent Health EVH Stock Holding History

Disciplined Investments’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$152 – 566
2023
Q2 		$152 Hold
5
– – ﹤0.01% 1548
2023
Q1 		$162 Buy
5
+1
+25% +$32 ﹤0.01% 1524
2022
Q4 		$112 Sell
4
-3
-43% -$86 ﹤0.01% 1524
2022
Q3 		$0 Buy
7
+1
+17% +$35 ﹤0.01% 1339
2022
Q2 		$0 Buy
6
+3
+100% +$87 ﹤0.01% 1364
2022
Q1 		$0 Buy
+3
New +$79 ﹤0.01% 1417
2020
Q4 		– Sell
-225
Closed -$3K – 339
2020
Q3 		$3K Buy
+225
New +$2.65K ﹤0.01% 322

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Disciplined Investments's EVH Position: Q3 2023 in Review

Disciplined Investments sold out of Evolent Health (EVH) in Q3 2023, closing a stake of 5 shares — an estimated $152 sold.

Disciplined Investments first reported a position in EVH in Q3 2020 and held it in 7 quarters. The position peaked at $3K in Q3 2020. 203 funds tracked by Wall St. Rank hold EVH as of Q3 2023.

  • Disciplined Investments reported no remaining Evolent Health position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Evolent Health shares in Q3 2023, an estimated $152.
  • Disciplined Investments first reported a position in Evolent Health in Q3 2020 and held it in 7 quarters.
  • Disciplined Investments's Evolent Health position peaked at $3K in Q3 2020.
  • 203 funds tracked by Wall St. Rank held Evolent Health as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.